1. Sales Team Report
Purpose: Track application progress and performance metrics.
Total Applications Logged (Display the count of all applications logged within the selected date range.) Total Approved Amount vs. Disbursed Amount (Visual comparison (e.g., bar or line chart) of the total approved and disbursed amounts) Average Login Creation to Login Completion TAT (Display the average number of days from application login to Login Completion) Total Applications vs Approved applications in 1 go Top Retailers/Sellers (based on amount/approval rate) Application Status (e.g., In-Process, Approved, Rejected. Visualization: Pie or donut chart to display the percentage of applications in each status) Product and Program types (Categorization of applications by product and program types. Visualization: Stacked bar chart showing total applications per product or program type) City, State, Zone (Applications grouped by geographic location. Visualization: Geo map with application distribution by city or region) Sales Zones (Filter to view data for specific sales zones (e.g., North, South)) Product Category (Filter by product types (e.g., Retail Loan, Working Capital) or program names) Application Status (Filter to isolate data for particular statuses, like “In-Process” or “Approved.”) Frequency: Weekly for ongoing monitoring and monthly summaries
2. Credit Team Report
Purpose: Provide insight into application creditworthiness and credit decision efficiency.
Total Applications Received Approval and Rejection Rates Average Time to Credit Decision Top Reasons for Rejection Stage Type (Login, Sanction, Rejection, etc.) Application Category and Program Frequency: Real-time or daily for tracking applications moving through credit checks
3. KYC Team Report
Purpose: Track KYC compliance and completion status.
Total Applications with Completed KYC Average Time for KYC Completion Stage Type (KYC Pending, Completed) KYC Completion Date and Ageing Frequency: Daily for monitoring compliance progress, and weekly summaries.
4. Operations Team Report
Purpose: Monitor disbursement statuses and operational TATs.
Applications Approved & Disbursed Time from Approval to Disbursement Operational Delays (due to pending documents, PSD, etc.) Average Disbursement Amount per Application Disbursement Stage (Approved, Pending Disbursement, Disbursed) Approval Date and Disbursement Date PF and SD Amount received status Application Category, Program, and Product Type Frequency: Daily updates with a weekly summary for completed disbursements. 